Skip to content
English
Go to www. pencilpay.com
  • There are no suggestions because the search field is empty.

How to update the saved payment method for an active payment plan

You have an existing payment plan for one or more quotes, orders and/or invoices and you would like to update the saved payment method for an active payment plan.

After you have set up your payment plan, you may encounter a scenario where a payment has failed or a card had expired and your customer may make a request to update the saved payment method for an active payment plan.

To update the saved payment method for an existing payment plan follow these steps:

  1. Go to Pencil → Payment Plans  → Payment Plans → More Actions (...) → Payment Method

  1. Payment Method
    1. Update the payment method or change it if the payment method has failed or expired.